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Quick Start Guide
1 rev. 5.31.16
RouteOne eContracting Mobile Application
This document provides RouteOne users a high-level view of functionality and tips about the RouteOne eContracting Mobile Application. The RouteOne system provides you the technology, tools, and support to help your dealership work efficiently and maximize your sales goals. Through RouteOne, your dealership will have access to a network of 1,300+ finance sources, and 125+ Dealership Service Providers.
Getting Started Installation
The RouteOne eContracting Mobile Application can be downloaded from both the Apple App Store®.
o Apple App Store: https://itunes.apple.com/us/app/routeone-mobile-econtracting/id959015769
All other touch devices may access the application by visiting: https://www.routeone.net/esign
If the app is already installed on your mobile device, updates can be made to the most recent version by
downloading the update through the Apple App Store or the Google PlayTM store.
Multi-Factor Authentication (MFA)
Multi-Factor Authentication requires you to register your device after downloading and/or updating the app.
Once the application is downloaded or upgraded, you will be required to answer one of your challenge questions,
and retrieve a token code from your email address.
User Permissions Use your RouteOne User ID and Password to access the RouteOne Mobile eContracting Application.
The same signing permissions used in the RouteOne eContracting system are used for the mobile application.
eContracting Permission
Description
General eContracting User can view contract packages and documents only.
Sign Contracts User can view contract packages and sign documents.
Viewing a Contract Package To view a contract package and to capture signatures, find the desired contract package using one of the three
navigation options at the top of the page.
Once the contract package has been found, click the ‘View’ button on the corresponding row for your desired contract package.
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The Contract Package Page
Click to view documents and collect signatures.
The RouteOne Contract Number
The ‘Sign All’ button allows you to capture signatures from each person on all documents
in the contract package.
A list of all documents in the contract
package is shown in the ‘Sign Individual
Documents’ sections.
Click the ‘View’ button to view the PDF.
You can collect signatures for an individual
document by clicking the ‘Sign’ button.
Lists contract packages where the ‘Customer
Review Copy’ has been printed but signatures
have not been collected.
Provides the ability to search for any contract package shown in the ‘Ready to Sign’ or ‘All
Contracts’ tab.
Lists all contract packages where the ‘Customer Review Copy’ has been printed, even if signatures
have already been collected.
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Signing Documents The self-guided process will proceed through all signature lines one-by-one for the current signor, allowing you to
quickly and efficiently capture all required signatures.
Customer Signature Review After collecting all signatures for an individual signor, the signature review page is displayed.
This page allows for the customer to review all of the signatures they have captured.
If the customer wants to re-capture a signature, they can do so by clicking the ‘Re-Capture Signature’ button.
Once the customer has reviewed their signatures, click the ‘Continue’ button to proceed to the dealer’s review page of the customer’s signatures.
‘Return to Package’ allows you to exit signing process and return to the contract
package page.
‘Skip Actor’ allows you to skip signature collection for the current signor and move on
to the next signor.
The current signor’s name and title is displayed for reference.
Document and signature line information are presented to
show the customer what document and signature line
they are signing.
Capture a signature by writing with a
finger or stylus pen.
Clears the signature box to re-capture a signature.
Captures signature and proceeds forward to the
next signature line.
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Dealer Review of Customer Signatures The signature review page for the dealer provides you the opportunity to review your customer’s signatures.
If you need to re-capture a signature, you can do so by clicking the ‘Re-Capture Signature’ button.
Once you are satisfied with the signatures, click the ‘Apply Signatures’ button to add the signatures to the documents.
o NOTE: Clicking the ‘Apply Signatures’ button creates the Authoritative Contract.
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Co-Buyer and Dealer Signatures Co-Buyer
If the contract includes a Co-Buyer, the application will proceed to the signature capture page for them after you click the ‘Apply Signatures’ button for the Buyer’s signatures.
o The signature collection process for the Co-Buyer is the exact same as it is for the Buyer. Steps include: Signature Collection Customer Review of Signatures Dealer Review of Signatures Application of Signatures to the Document
Dealer
Your process for collecting signatures is similar to the Buyer and Co-Buyer. Steps include: o Signature Collection o Review of Signatures o Application of Signatures to the Document
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Signing the Credit Application After collecting all signatures, if the contract package has an unsigned Credit Application, you will be asked if you
would like to sign the credit application.
Signing the Credit Application is identical to signing the contract documents.
The only difference occurs when signing the line for the Credit Application Marketing Communication consent. o This signature provides the opportunity for the customer to opt-out of the marketing communication.
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Additional RouteOne training guides are available through the ‘News/Info’ tab within RouteOne. Dealers may also join complimentary RouteOne System Training Sessions from the ‘News/Info’ tab, or by clicking here. For additional information
on the RouteOne system, contact RouteOne Support at 866.768.8301, email [email protected]
Viewing and Printing Documents Clicking the ‘View’ button on an individual document will open a PDF copy of the selected document.
Clicking the ‘Print’ button will prepare the document for printing and then open the print dialog box on your device.
App Store is a registered trademark of Apple Inc. / Google Play is a trademark of Google, Inc.
